How big is Folio3 Software Inc.'s plan?

Folio3 Software Inc.'s plan reported $674K in assets and 12 participants for 2025.

Original filing (PDF)20260521192541NAL0002876707001

Folio3 Software Inc.

Name: Folio3 Software Inc. — Folio3 Software Inc. 401(k), Form 5500 (2025)
Creator: Folio3 Software Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Folio3 Software Inc. 401(k) Plan

401(k) retirement plan · Folio3 Software Inc.'s Folio3 Software Inc. 401(k) Plan held $674K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$674K

Net assets (EOY)

$674K

Plan identifiers

Folio3 Software Inc.'s EIN is 20-4593236.

EIN 20-4593236

Plan number 001

Plan year 2025

ACK ID 20260521192541NAL0002876707001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Folio3 Software Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Folio3 Software Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score